Envestnet Portfolio Solutions’s Timken Company TKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-5,259
Closed -$375K – 1762
2024
Q4
$375K Buy
5,259
+251
+5% +$19.7K ﹤0.01% 1380
2024
Q3
$422K Buy
5,008
+40
+0.8% +$3.29K ﹤0.01% 1287
2024
Q2
$398K Buy
4,968
+307
+7% +$26.5K ﹤0.01% 1229
2024
Q1
$407K Buy
4,661
+155
+3% +$12.8K ﹤0.01% 1197
2023
Q4
$361K Buy
4,506
+343
+8% +$25.2K ﹤0.01% 1198
2023
Q3
$306K Buy
+4,163
New +$338K ﹤0.01% 1217

Other funds holding TKR

Envestnet Portfolio Solutions's TKR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Timken Company (TKR) in Q1 2025, closing a stake of 5,259 shares — an estimated $375K sold.

Envestnet Portfolio Solutions first reported a position in TKR in Q3 2023 and held it in 6 quarters. The position peaked at $422K in Q3 2024. 422 funds tracked by Wall St. Rank hold TKR as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Timken Company position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,259 Timken Company shares in Q1 2025, an estimated $375K.
  • Envestnet Portfolio Solutions first reported a position in Timken Company in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Timken Company position peaked at $422K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Timken Company as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.